Notating when Setup is Required

Hi there,

You can now mark orders as requiring setup in the logistics section!What's New:

• Setup Required Checkbox: Mark individual orders as needing setup when configuring logistics
• Default Setting: Set a default "Setup Required" value in Order Settings → Logistics
• Filtering: Filter your Transaction List by orders that require setup
• Automation Integration: Use "Setup Required" as a condition in Auto-Tasks and Email Scheduler

How to Use:

1. When editing an order, go to the Logistics section
2. Check the "Setup Required" checkbox if the order needs setup
3. To set a default value, go to Order Settings → Logistics and enable "Setup Required Default"

Benefits:

• Better visibility into which orders need setup
• Improved workflow management
• Can trigger automated tasks based on setup requirements

If you have any questions about the Setup Required field, please reach out to our team either through our chat or by emailing [email protected].